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The Next Frontier

Sep 23, 2020

Starting the year with a plan is a time-honored tradition, but in the blink of an eye, our 2020 plans were upended by a global pandemic. Recorded in late July, Sam Fiorello, President & CEO of the Cortex Innovation Community, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to...


Sep 9, 2020

Buying a house is one of the most important investments we’ll ever make. Yet we often forget to consider whether this home will serve us well during the later years of our lives. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth...


Jul 29, 2020

At The Next Frontier, we’ve learned a lot from our guests about how to be better advisors both pre and post-pandemic. Join host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - as he reflects on how the unusual period of uncertainty we’re now experiencing can be a valuable time...


Jul 15, 2020

If comparison is the thief of joy, then what are some tools and strategies that can actually increase our happiness? In part 2 of this conversation, psychologist and author Dr. Tim Bono joins host Bill Coppel  Managing Director and Chief Client Growth Officer at First Clearing  to dive deeper into practical...


Jul 1, 2020

The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, he joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore the...